Finance Score: 0

Governance Score: 6

Support Score: 4

Dynamic board: +3
Gender balanced board: +3

Grant maker support: +4

Overall GiG Score: 10

THE DULWICH ESTATE

TO MANAGE THE ENDOWMENT ASSETS OF THE CHARITY IN THE LONG TERM INTERESTS OF ALL THE BENEFICIARIES OF THE CHARITY.THIS IS MEASURED BY THE INCREASE IN THE ANNUAL INCOME DISTRIBUTION TO THE BENEFICIARIES AND THE MAINTENANCE OF THE VALUE OF NET ASSETS.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
This charity has an endowment fund which generates all of its income
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
31/03/23	*	£13,298	£14,306	£-1,008	£5,897	£366,709	£0	n/a	33
31/03/22		£11,991	£12,567	£-577	£4,634	£368,003	£0	n/a	32
31/03/21		£11,063	£11,319	£-256	£4,174	£355,447	£657	0.7	31
31/03/20		£12,036	£12,379	£-343	£5,127	£319,392	£744	0.7	31
31/03/19		£11,545	£12,124	£-579	£0	£325,850	£0	n/a	29
31/03/18		£11,445	£12,070	£-625	£0	£313,859	£0	n/a	27
31/03/17		£10,598	£20,557	£-9,959	£0	£308,409	£0	n/a	26
31/03/16		£9,787	£10,085	£-299	£0	£293,467	£0	n/a	25
31/03/15		£9,824	£15,440	£-5,616	£78	£262,658	£0	n/a	26
31/03/14		£9,971	£9,881	£90	£78	£235,922	£0	n/a	25
31/03/13		£9,489	£13,932	£-4,443	£88	£224,930	£0	n/a	25
31/03/12		£9,236	£18,835	£-9,599	£69	£210,578	£0	n/a	25
31/03/11		£9,109	£8,860	£250	£71	£216,188	£0	n/a	25
31/03/10		£8,949	£8,991	£-41	£64	£205,299	£0	n/a	25
31/03/09		£9,138	£8,951	£188	£58	£185,400	£0	n/a	25
31/03/08		£8,613	£8,242	£370	£55	£192,930	£0	n/a	25
31/03/07		£8,493	£8,307	£186	£62	£187,922	£0	n/a	24
31/03/06		£8,710	£28,302	£-19,592	£0	£0	£0	n/a	0
31/03/05		£7,754	£7,710	£44	£0	£0	£0	n/a	0
31/03/04		£7,131	£7,357	£-227	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 7%
Highest pay band: £130,000-£140,000
Liabilities/Assets: 2%
Liabilities/Income: 66%
Unrestricted Funds/Total Funds: 0%
Reserves/Spending: 0 months
Net Current Assets/Spending: 3 months
Quick Ratio: 0.8

Asset Split ?

Established: 58 years

www.thedulwichestate.org.uk

info@thedulwichestate.org.uk

02082991000

Charity Commission for England and Wales

Listed activities

Education/Training
Environment/Conservation/Heritage

GiG Classification

Poverty relief

How it operates

Provides other finance

Where it operates

Lambeth, Lewisham, Southwark,

Who it helps

Children/Young People
Elderly/Old People
Other Defined Groups

Who works here?

33 employees

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Greater London Authority - Improving Biodiversity in Dulwich Wood
£50,000	30/01/2023	This Programme has been Match-Funded by Amazon. Dulwich Wood in combination with neighbouring Sydenham Hill Wood, is one of the largest remaining tracts of the historic Great North Wood in south ....more This Programme has been Match-Funded by Amazon. Dulwich Wood in combination with neighbouring Sydenham Hill Wood, is one of the largest remaining tracts of the historic Great North Wood in south London. The project, led by The Dulwich Estate, focuses on allowing a variety of woodland species to regrow in trampled and damaged areas of Dulwich Wood. Planned activities include the renewal of footpaths, creation of mixed native hedgerows of oak, hawthorn, hazel, hornbeam, and holly and wildflower planting on grass verges to connect sites. The project aims to extend woodland habitats into existing green spaces and corridors which are not currently functioning optimally for wildlife.
Department for Environment, Food and Rural Affairs - UTCF-654498-22-23
£9,601	01/04/2022	The UTCF provides funding for anyone who wants to plant trees in urban or peri-urban areas.
Department for Environment, Food and Rural Affairs - UTCF-654499-22-23
£5,139	01/04/2022	The UTCF provides funding for anyone who wants to plant trees in urban or peri-urban areas.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Based on 10/12 persons

Age Range of Trustees:

DAMILOLA AYODELE AYEKO Appointed: 2022, Other trusteeship: CHRIST'S CHAPEL OF GOD'S GIFT AT DULWICH,

OLUSEGUN OLUMIDE OSUNTOKUN BSC, MA Appointed: 2020, Other trusteeship: CHRIST'S CHAPEL OF GOD'S GIFT AT DULWICH,

BEN SIMON KOTTLER BA LAW,CFA Appointed: 2020, Other trusteeship: CHRIST'S CHAPEL OF GOD'S GIFT AT DULWICH,

CAROLINE FIONA PRICE LLB ACA Appointed: 2020, Other trusteeship: CHRIST'S CHAPEL OF GOD'S GIFT AT DULWICH,

DR IRENE BISHOP CBE (Chair) Appointed: 2016, Other trusteeships: CHRIST'S CHAPEL OF GOD'S GIFT AT DULWICH, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST. ALFEGE, GREENWICH, DULWICH COLLEGE,

HELEN MARY FREEMAN Appointed: 2021, Other trusteeship: CHRIST'S CHAPEL OF GOD'S GIFT AT DULWICH,

RICHARD PINCKARD FCA Appointed: 2014, Other trusteeship: CHRIST'S CHAPEL OF GOD'S GIFT AT DULWICH,

ROSEMARIE BERNADETTE JONES MRICS Appointed: 2020, Other trusteeship: CHRIST'S CHAPEL OF GOD'S GIFT AT DULWICH,

STEPHEN JOHN PARRY Appointed: 2021, Other trusteeship: CHRIST'S CHAPEL OF GOD'S GIFT AT DULWICH,

THELMA PENNY ROSE KING LLB Appointed: 2020, Other trusteeship: CHRIST'S CHAPEL OF GOD'S GIFT AT DULWICH,

DIANNE BARRATT Appointed: 2022, Occupation: Retired Headteacher, Other trusteeships: CHRIST'S CHAPEL OF GOD'S GIFT AT DULWICH, ALLEYN'S SCHOOL,

HOWARD ROBERT KERR BA, MBA Appointed: 2023, Occupation: Chief Executive, Other trusteeships: CHRIST'S CHAPEL OF GOD'S GIFT AT DULWICH, DULWICH COLLEGE,

Legal constitution

Charity registered in England & Wales on 18/08/1966, number: 312751

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR23: 20 days late,

Main office

The Old College
Gallery Road
London
SE21 7AE

Objectives

(1) THE COSTS OF MAINTAINING, REPAIRING AND INSURING TO THEIR FULL VALUE ALL BUILDINGS NOT REQUIRED TO BE MAINTAINED, REPAIRED OR INSURED BY THE LESSEES, TENANTS OR OCCUPANTS, AND SUBJECT THERETO SHALL APPLY THE SAME IN THE FOLLOWING ORDER OF PRIORITY: (A) SUCH YEARLY SUM AS THEY THINK FIT IN MAINTAINING RESERVES;(B) SUCH YEARLY SUM AS THEY THINK FIT, NOT EXCEEDING ·80,000 OR SUCH OTHER SUM AS THE COMMISSIONERS APPROVE, TO THE TRUSTEES OF THE ALMSHOUSE CHARITY FOR APPLICATION BY THEM FOR THE PURPOSES OF THAT CHARITY; (C) SUCH YEARLY SUM AS THEY THINK FIT, NOT EXCEEDING ·30,000 OR SUCH OTHER SUM AS THE COMMISSIONERS APPROVE, FOR APPLICATION FOR THE PURPOSES OF THE CHRIST'S CHAPEL CHARITY. (2) THE TRUSTEES SHALL APPLY THE REMAINDER (IF ANY) OF THE SAID INCOME AS FOLLOWS: (A) 3. 248 PER CENT TO ST OLAVES;(B) 10. 923 PER CENT TO THE CENTRAL FOUNDATION; (C) 85. 829 PER CENT TO BE DIVIDED BETWEEN THE DULWICH SCHOOLS IN MANNER SPECIFIED.

Defined Area of Benefit:

NOT DEFINED

Data Sources